Integrate the leading CRM apps

Every time a lead arrives through a channel (an ad, a form, a landing page and so on), it is registered automatically in the CRM with its source data. The sales team works from a single, always current database.

With every new lead in the CRM, a follow-up task is created for the right salesperson, with a deadline and context. Each opportunity gets its list of next steps and follow-up happens on time.

When a deal is marked as won in the CRM, a notification is sent to the channels and tools involved (team chat, targets spreadsheet, finance), so the result reaches everyone at once and the next teams can move.

When a sale closes, the new customer automatically enters the welcome sequence (email, message, access release), ensuring a smooth start and freeing the sales team for the next opportunity.

Every change in the CRM (status, tag, stage) is replicated to marketing tools, spreadsheets and dashboards in real time. Every team works from the same up-to-date information.

Emails, meetings and status updates are added on their own to the contact history in the CRM. The team can review the whole negotiation in a few clicks, with the full context in view.